See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,078 | $124,319+92.3% | $111,297+114.8% | $167,490+42.7% |
| Participation rate | 60.0% | 79.6%-19.6pp | 77.3%-17.3pp | 82.1%-22.1pp |
| Annual return | 5.76% | 37.44%-31.7pp | 54.65%-48.9pp | 478.56%-472.8pp |
| Employer contribution / active EE | $1,370 | $3,435-60.1% | $2,731-49.8% | $4,837-71.7% |
| Participant deferral / active EE | $6,107 | $5,180+17.9% | $4,487+36.1% | $6,341-3.7% |
| Admin fee / account holder | $5,352 | $10,618-49.6% | $7,964-32.8% | $12,309-56.5% |